Financial Services Professional

3 weeks ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time

We are Antony George Recruitment, a leading recruitment agency specializing in financial services.

About the Role:

As a Paraplanning Expert, you will be responsible for supporting our advisory team with complex financial planning cases. Your duties will include producing standard and customized reports, conducting detailed analysis of portfolios, and attending client meetings.

The ideal candidate should possess strong knowledge of financial services products, particularly pensions and pension legislation. A minimum of 3 years of experience in an IFA environment is required, along with a Level 4 Diploma or active progress towards it.

The salary for this role is £40,000-£55,000 Per Annum, offering a competitive package that includes a generous bonus structure and opportunities for progression.



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